See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,301 | $138,044-10.0% | $125,339-0.8% | $134,475-7.6% |
| Participation rate | 65.0% | 84.5%-19.5pp | 82.4%-17.4pp | 81.2%-16.2pp |
| Annual return | -17.99% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $331 | $5,243-93.7% | $4,814-93.1% | $4,740-93.0% |
| Participant deferral / active EE | $4,331 | $7,799-44.5% | $7,446-41.8% | $6,400-32.3% |
| Admin fee / account holder | $2,781 | $11,571-76.0% | $10,010-72.2% | $11,426-75.7% |